JSMD vs. XMHQ
Compare and contrast key facts about Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) and Invesco S&P MidCap Quality ETF (XMHQ).
JSMD and XMHQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JSMD is a passively managed fund by Janus Henderson that tracks the performance of the Janus Small Mid Cap Growth Alpha Index. It was launched on Feb 25, 2016. XMHQ is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Dec 1, 2006. Both JSMD and XMHQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JSMD or XMHQ.
Correlation
The correlation between JSMD and XMHQ is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JSMD vs. XMHQ - Performance Comparison
Key characteristics
JSMD:
1.16
XMHQ:
1.08
JSMD:
1.68
XMHQ:
1.61
JSMD:
1.20
XMHQ:
1.19
JSMD:
2.19
XMHQ:
1.93
JSMD:
5.52
XMHQ:
4.08
JSMD:
3.82%
XMHQ:
4.86%
JSMD:
18.22%
XMHQ:
18.30%
JSMD:
-38.98%
XMHQ:
-58.19%
JSMD:
-6.91%
XMHQ:
-7.28%
Returns By Period
In the year-to-date period, JSMD achieves a 2.13% return, which is significantly lower than XMHQ's 2.76% return.
JSMD
2.13%
-3.13%
9.46%
21.84%
9.53%
N/A
XMHQ
2.76%
-3.86%
0.98%
20.24%
15.40%
12.07%
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JSMD vs. XMHQ - Expense Ratio Comparison
JSMD has a 0.30% expense ratio, which is higher than XMHQ's 0.25% expense ratio.
Risk-Adjusted Performance
JSMD vs. XMHQ — Risk-Adjusted Performance Rank
JSMD
XMHQ
JSMD vs. XMHQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) and Invesco S&P MidCap Quality ETF (XMHQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
JSMD vs. XMHQ - Dividend Comparison
JSMD's dividend yield for the trailing twelve months is around 0.74%, less than XMHQ's 5.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.74% | 0.76% | 0.44% | 0.40% | 0.28% | 0.24% | 0.32% | 0.53% | 0.30% | 0.37% | 0.00% | 0.00% |
XMHQ Invesco S&P MidCap Quality ETF | 5.06% | 5.20% | 0.73% | 1.72% | 1.00% | 1.12% | 1.22% | 1.59% | 1.06% | 1.64% | 1.34% | 1.25% |
Drawdowns
JSMD vs. XMHQ - Drawdown Comparison
The maximum JSMD drawdown since its inception was -38.98%, smaller than the maximum XMHQ drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for JSMD and XMHQ. For additional features, visit the drawdowns tool.
Volatility
JSMD vs. XMHQ - Volatility Comparison
The current volatility for Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) is 5.30%, while Invesco S&P MidCap Quality ETF (XMHQ) has a volatility of 5.87%. This indicates that JSMD experiences smaller price fluctuations and is considered to be less risky than XMHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.